Welcome to our inaugural monthly product update here at Oversee! We're thrilled to introduce a range of new features and enhancements from April, each carefully developed to optimize your wholesale activities and marketing strategies. Here’s what we’ve rolled out:
Tasks: Streamline Your Workflow
Stay organized and keep your team on track with our new Tasks feature. You can now create tasks linked directly to your prospects and customers, assign them to team members, and ensure nothing falls through the cracks. Whether it's following up on a sample order or confirming tax details, Tasks helps you manage your day-to-day operations with ease.
Activity Timeline for Prospects and Customers
Our new Activity Timeline brings all your interactions—emails, notes, sample and paid orders—into one comprehensive view. This feature allows account managers and sales reps to see the full history of a prospect or customer at a glance, making it easier to provide personalized follow-ups and close deals faster.
Stockist Scraper: Turn Competitor Insights into Leads
With the launch of our real-time Stockist Scraper, you can now transform lists from your competitor's stockists or relevant blog posts into actionable lead contacts. This tool not only enhances your lead generation capabilities but does so with the most current data, ensuring you always have a leg up on the competition. Learn more
Direct Faire Integration
Our new integration with Faire allows you to sync your Oversee activities directly with one of the top wholesale platforms. This connection streamlines your operations and ensures that your customer data and orders are always up to date. Learn more
Customer Lookalike Search
Find new leads that resemble your best existing customers with our Customer Lookalike Search. This powerful feature uses your customer data to identify and target new prospects who are most likely to convert, optimizing your outreach efforts.
Customer Campaigns
Directly engage your wholesale customers with targeted email campaigns. Now supporting both Faire and Shopify, our Customer Campaigns feature lets you communicate effectively, keeping your brand top-of-mind and driving repeat business.
Other Notable Releases
- Quick Account Lookup: Quickly find any account—lead, prospect, or customer—in your sales pipeline with our enhanced global search feature, and access their details instantly.
- Home Dashboard Redesign: Enjoy a fresh look and improved layout on your home dashboard, making it easier to view ongoing activities and key metrics at a glance.
- Updated Store & Contact Data Pool: We've completed our quarterly update, refreshing the list of businesses and email contacts available in Oversee, ensuring you have the most current information at your fingertips.
As this is our first monthly product update, we're especially eager to hear your thoughts and feedback. We hope these new tools will empower you to manage your wholesale operations more effectively and achieve even greater success.
For any questions about these new features or to get more information, please visit our Help Center or reach out to our team.
Thank you for being a part of the Oversee community—here's to your continued success!
